+32.8%
AIR vs VT
+10.5%
+22.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.1% |
| 7D | +8.9% | -2.3% | +11.2% | +12.9% |
| 30D | +9.6% | -5.0% | +14.6% | +19.2% |
| 3M | -25.4% | -4.9% | -20.5% | -19.1% |
| 6M | -8.0% | -1.5% | -6.5% | -6.7% |
| YTD | +31.9% | +8.5% | +23.4% | +9.7% |
| 1Y | +32.8% | +11.4% | +21.4% | +5.4% |
| All | +32.8% | +10.5% | +22.3% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling